# Robbins, Kelly, Patterson & Tucker 401(k) Plan
Source: https://planprovider.pro/companies/robbins-kelly-patterson-tucker-401k-plan

> Robbins, Kelly, Patterson & Tucker's 401(k) plan: 51 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Robbins, Kelly, Patterson & Tucker

- **Sponsor EIN:** 310796417

- **Sponsor Address:** 312 ELM STREET, SUITE 2200, CINCINNATI, OH, 45202

- **Plan Type:** 401(k)

- **Total Participants:** 51

- **Total Assets:** $19.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|51|$19.2M|$308,580|$387,536|

| 2023|48|$18.4M|$157,515|$440,654|

| 2022|41|$18.6M|$448,838|$543,264|

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